Icon Wealth Partners’s Linde LIN Stock Holding History

Icon Wealth Partners’s Portfolio LIN Stock Details LIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$268K	Sell	721 -1,220	-63%	-$464K	0.03%	249
2023 Q2	$740K	Sell	1,941 -321	-14%	-$117K	0.08%	153
2023 Q1	$804K	Buy	+2,262	New	+$758K	0.09%	156
2022 Q2	$951K	Sell	3,309 -269	-8%	-$84K	0.11%	138
2022 Q1	$1.14M	Buy	3,578 +1,116	+45%	+$345K	0.11%	140
2021 Q4	$853K	Sell	2,462 -1,101	-31%	-$357K	0.09%	159
2021 Q3	$1.04M	Buy	3,563 +401	+13%	+$122K	0.11%	156
2021 Q2	$914K	Buy	3,162 +200	+7%	+$58.3K	0.1%	162
2021 Q1	$830K	Buy	2,962 +1,396	+89%	+$362K	0.1%	156
2020 Q4	$413K	Buy	+1,566	New	+$384K	0.07%	196
2020 Q3	–	Sell	-1,279	Closed	-$271K	–	293
2020 Q2	$271K	Buy	+1,279	New	+$247K	0.07%	203
2019 Q2	–	Sell	-94	Closed	-$17K	–	505
2019 Q1	$17K	Buy	+94	New	+$15.6K	0.01%	591

Other funds holding LIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Icon Wealth Partners's LIN Position: Q3 2023 in Review

Icon Wealth Partners reduced its Linde (LIN) stake by 63% in Q3 2023, selling an estimated $464K and leaving 721 shares worth $268K. The position accounts for 0.03% of the portfolio, ranked #249.

Icon Wealth Partners first reported a position in LIN in Q1 2019 and has held it in 12 quarters since. The position peaked at $1.14M in Q1 2022. 1,637 funds tracked by Wall St. Rank hold LIN as of Q3 2023.

Icon Wealth Partners held 721 shares of Linde worth $268K as of Q3 2023.
Icon Wealth Partners sold 1,220 Linde shares in Q3 2023, an estimated $464K.
Linde made up 0.03% of Icon Wealth Partners's portfolio in Q3 2023, its #249 holding.
Icon Wealth Partners first reported a position in Linde in Q1 2019 and has held it in 12 quarters since.
Icon Wealth Partners's Linde position peaked at $1.14M in Q1 2022.
1,637 funds tracked by Wall St. Rank held Linde as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.